The document does not have an established form, nor strict regulations for filling it out. However, for better understanding by the reader, it should be noted:
Terms of service provision or date of product sale.
What products or services were sold.
In what industry was the cooperation carried out?
Place of conclusion of the transaction.
Feedback, contacts and details of the customer.
If the company operates in bulgaria email list different areas, provide a separate section in the reference for each of them so that buyers can quickly understand.
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Step-by-step compilation of a reference list
Next, let's look at what steps need to be taken when compiling a reference list.
Selection of the best cases
The best case means getting results for the customer. So, when preparing a reference list for a digital agency, the result is considered to be the number of views or leads. The case should have the following form: What and for whom ➡Task ➡ Solution ➡Result.
There are three conditions worth noting here:
The case is assessed based on its results, but its design and structure play a significant role.
The optimal number of cases is three to eight. It would be great if you could form separate groups for different categories of clients, taking into account their specialization. Then just a few cases can produce an impressive effect.
There is no need to strive for perfection: it is natural to have mistakes, and if you have worked on them, then this option is even preferable.
Specifying the format
Once you have the cases on hand, you can study their content – the volume of text, graphics, numerical data. Based on this, you can choose the appropriate way to present the document:
Word or GoogleDocs – if text predominates;
Excel or GoogleSheets – if numbers and statistics dominate;
PDF, PowerPoint, Figma, etc. – if the emphasis is on the visual component.
Case: VT-metall
Find out how we reduced the cost of attracting an application by 13 times for a metalworking company in Moscow
Find out how
Structuring cases
So, we have prepared the cases and decided on the format – it is time to develop the document structure. The following criteria are used for grouping: subject, nature of service, area, period of execution. This allows for better assimilation of the information.
You can also organize the reviews. Of course, customer feedback related to a particular case should be linked to it, and it is better to give general assessments of the company at the end of the document.
Structuring cases
Source: shutterstock.com
The final section should include the company's contact information and encourage action, such as a visit, call, or message. This will come in handy if the reference list catches the eye of another potential client.
Design in a uniform style and check for errors
The principles of presentation development are observed here - no more than two fonts, a single style, rich design. It is better to adhere to the corporate style of the brand, place a logo.
Once the work is completed, it needs to be checked for literacy and readability. To do this, contact an editor or proofreader, use services like "Glavred".